By Matt Klepac, Vertify CEO & Founder
If yes, this is the blog post for you. In short, the answer is yes! But, there are ways to do this properly so that it actually makes your life easier, not more complicated.
Sales teams rely on Customer Relationship Management (CRM) systems to manage and nurture their leads, opportunities, and customer relationships. Among the popular CRM solutions out there, Salesforce, HubSpot, Microsoft Dynamics, Pipedrive, and Zoho stand out. Many organizations use multiple CRMs to cater to different business units or geographical regions, or due to specific needs that arise out of merger and acquisition strategies. However, managing these CRMs separately is challenging and inefficient, especially when you introduce additional customer data platforms like Saleloft into the mix.
We all know data silos are not an option. And, we all want to get the most out of the tech that we have invested in. Right?
Let’s explore the benefits of investing in a seamless integration between Salesloft and multiple CRMs. And, let’s work through the steps that you need to take to make this dream a reality. This integration not only streamlines your sales operations but also boosts productivity and enhances customer interactions.
Benefits of Integrating Salesloft with Multiple CRMs
All right, so we have established that your enterprise organization has 2+ CRMs in place. Perhaps this multi CRM complexity has happened due to your company’s M&A strategy, or because you have invested across multiple regions and separated them due to a strategic imperative that existed in the past. Regardless of the reason, you have multiple CRMs that need to communicate with each other and with Salesloft, your one-to-many personalization at scale platform.
So, what are the benefits of this connection? I am glad you asked!
- Unified Data Management: Say goodbye to the hassle of switching between different CRMs. Integrating Salesloft with multiple CRMs allows you to centralize your customer data, ensuring consistency and accuracy.
- Enhanced Lead and Contact Management: Easily sync leads and contacts from your CRMs to Salesloft. This gives your sales team access to up-to-date information so they can create personalized outreach campaigns.
- Streamlined Communication: Keep track of all interactions and communications with leads and customers in one place. This ensures that your team can pick up where they left off, regardless of which CRM the data originated from.
- Improved Reporting and Analytics: With integrated data, you can generate comprehensive reports and gain insights into your sales performance across all your CRM platforms. This enables data-driven decision making.
- Consistent Messaging: Maintain a consistent message across all communication channels by centralizing your email templates, call scripts, and messaging within SalesLoft.
Steps to Integrate Salesloft with Multiple CRMs
Now that you are sold on the benefits, let’s outline the “how”. It is important to note that this does not have to be a huge undertaking. Working with the right partner that has been there and done that, many times over, should give you the peace of mind to know that you will receive a quick time to value.
- Choose Your Integration Method: Salesloft offers various integration options, including native integrations, Zapier, and Vertify. Choose the method that aligns with your CRM platforms and requirements. But, keep in mind that the native sync will not work for multiple CRM integrations, and Zapier simply won’t cut it for this level of integration. So, chat with Vertify! Better yet, ask your Salesloft account manager about Vertify, and they will surely validate that this is the right choice.
- Authenticate Your CRMs: Authenticate your CRM accounts and Salesloft account within Vertify. This typically involves providing API keys or login credentials to establish a secure connection. This is a simple fill in the blank exercise that Vertify can help with.
- Map Your Data Fields: Prior to mapping, work with Vertify to ensure that every aspect of your business processes and strategic imperatives are aligned with your data mapping plan. Ensure that data fields in Salesloft match those in your CRMs. This step is crucial for seamless data synchronization. Vertify offers a simple, quick, drag-and-drop interface for mapping.
- Set Up Automation Rules: Define automation rules for data syncing, lead routing, and other workflows to ensure that the right data is shared between Salesloft and your CRMs. All of this is done within Vertify and will be guided by your Vertify implementation specialist.
- Test the Integration: Before going live, conduct thorough testing to verify that data is syncing correctly and your sales processes are functioning as expected. Once again, you will work with your Vertify integration specialist to ensure this is completed in a timely manner and without a hitch. The Vertify team has seen everything under the sun when it comes to data integration, so we will help you see around corners and avoid blindspots.
- Train Your Sales Team: Provide training to your sales team on how to use the integrated system effectively. Highlight the benefits and best practices for utilizing Salesloft with multiple CRMs.
- Monitor and Optimize: Continuously monitor the integration’s performance and gather feedback from your sales team. Make necessary adjustments to optimize your workflows. Vertify provides notification, status information, and best-in-class error handling to help with this.
That’s a Wrap
Look, you do not need to deal with data silos anymore! Nor do you need to try to consolidate 10 Salesforce instances into one. Integrating Salesloft with multiple CRMs can be a game-changer for your sales operations. It enables you to harness the power of both a robust sales engagement platform and your preferred CRM systems. By following these steps and embracing a unified approach to data management, you can supercharge your sales efforts and provide a seamless experience for your customers.
In a world where efficiency and personalization are key to sales success, integrating SalesLoft with multiple CRMs is a strategic move that can set your organization apart from the competition. Start streamlining your sales operations today and watch your sales team thrive.
At Vertify, we provide data integration ecosystems built to help your tools and employees speak to each other with straightforward data and a focus on performance. Click here to schedule a demo to see how better data integration can transform your organization.